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Refinitiv Workspace for Investment Bankers

Experience a powerful, smart and customer-centric solution designed to inform the investment banking community at all times. Know first, so you can act first, helping you to put your clients first – in the office or while on the go.

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A unique and customized workflow solution

Designed with the future of investment banking in mind, and in a rapidly changing and competitive market, Refinitiv Workspace delivers the content and functionality you need.

Our new workflow solution helps you address cost and productivity challenges, and features a unique, highly-customized workflow to give you the timely, relevant, deal-making content you need instantly.

With cutting-edge web technology that is fast and light, it seamlessly syncs across desktop, web, mobile and tablet, allowing you to work from anywhere, at anytime.

Unmatched global content

Always available wherever you are

Global deal and market volume analysis

Analyze global deal and market volume against over 3.3 million transactions announced in 225 countries since the 1970s. Get unrivalled coverage at your fingertips, including more than 1.2 million global M&A transactions, over 990,000 bond deals and 350,000+ equity capital markets new issues.

Aftermarket research

Our Aftermarket Research Collection will give you that all-important edge on your prospecting, valuation and execution work. We’re proud that our research is the largest in the world and powered by eminent contributors, including nearly 2,000 analysts and independent research firms, totaling 30 million reports dating back to 1982.

Company estimates and fundamentals

I/B/E/S sets the standard for financial estimates with its market sentiment, consensus and aggregates data – covering 22,000 companies across 87 countries. What’s more, we have the broadest and most comprehensive database across financial markets full of timely fundamental KPIs, covering 15 industries across a comprehensive set of 202 metrics.

Features & benefits

What you get with Refinitiv Workspace for Investment Bankers

Find the content you’re looking for straight away

  • Preview pop-ups and key metric snapshots give you super-relevant instant company views – all without having to click Search.
  • Power your searches for core data across fundamentals, estimates, ownership, news, M&A, bond or loans transactions. Speed up your research with our adaptive and smart AI-powered search-learn function.
Refinitiv Workspace for Investment Bankers screenshot with customised graphic backdrop

Smart Search accelerates your performance thanks to structured and natural language processing

Always rely on a tailored experience

  • Your customized homepage is tailored for your workflow. Get company valuations, run league tables quickly and easily navigate between key menus and applications.
  • Any vital information like price, news or even fundamentals are available through simple keyboard shortcuts without interrupting important client calls or deal making activity.
Workspace settings screenshot and customised graphic backdrop

The browser-like interface allows you to customize the home page further

Access data and information wherever you are, whenever you want

  • No matter where you are, Workspace syncs across all your devices – desktop, web, mobile, or tablet.
  • Sync watchlists and curate information flow. Stay on top of the market and what is impacting your clients at all times in a streamlined way.
Workspace for Investment Bankers mobile screenshot with customized graphic backdrop

Refinitiv Workspace allows you to find information wherever you are, even while on the move

Workspace technical specifications and installation instructions

Refinitiv Workspace is designed to work with the latest supported browsers and versions of Windows and macOS.

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Call your local sales team

All countries (toll free): +1 800 427 7570
Brazil: +55 11 47009629
Argentina: +54 11 53546700
Chile: +56 2 24838932
Mexico: +52 55 80005740
Colombia: +57 1 4419404

Europe, Middle East, Africa
Europe: +442045302020
Africa: +27 11 775 3188
Russia and CIS: +7 495 775 1200
Middle East & North Africa: 800035704182

Asia Pacific (Sub-Regional)
Australia & Pacific Islands:
+612 8066 2494 
China mainland: +86 10 6627 1095
Hong Kong & Macau: +852 3077 5499
India, Bangladesh, Nepal, Maldives & Sri Lanka:
+91 22 6180 7525
Indonesia: +622150960350
Japan: +813 6743 6515
Korea: +822 3478 4303
Malaysia & Brunei: +603 7 724 0502
New Zealand: +64 9913 6203
Philippines: 180 089 094 050 (Globe) or
180 014 410 639 (PLDT)
Singapore and all non-listed ASEAN Countries:
+65 6415 5484
Taiwan: +886 2 7734 4677
Thailand & Laos: +662 844 9576


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